Filed: 2/10/2026ACC: 0001214659-26-001418
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $799.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$799.23M
Total AUM (reported)
18.32M
Total Shares
Allocation by class
CL A$311.00M38.9%
COM$243.74M30.5%
COM CL A$76.27M9.5%
CLASS A COM$39.88M5.0%
SHS BEN INT$33.28M4.2%
CAP STK CL C$26.81M3.4%
CAP STK CL A$26.10M3.3%
Portfolio Concentration
Top 3$377.55M47.2%
4–10$249.07M31.2%
11–25$158.22M19.8%
Rest$14.40M1.8%
Top 3 weight
47.2%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 18.29M
Sole
Full voting authority
18.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other33
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.13M
TypeSH
Market value$199.97M
25.02%
Sole
1.13M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares344.10K
TypeSH
Market value$123.89M
15.50%
Sole
344.10K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$53.69M
6.72%
Sole
721.38K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$42.74M
5.35%
Sole
88.38K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$39.88M
4.99%
Sole
10.39M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares380.21K
TypeSH
Market value$37.99M
4.75%
Sole
380.21K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$37.42M
4.68%
Sole
65.55K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares670.20K
TypeSH
Market value$33.28M
4.16%
Sole
670.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$30.95M
3.87%
Sole
41.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.44K
TypeSH
Market value$26.81M
3.35%
Sole
85.44K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares83.38K
TypeSH
Market value$26.10M
3.27%
Sole
83.38K
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$24.05M
3.01%
Sole
111.99K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$20.56M
2.57%
Sole
1.56M
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares490.62K
TypeSH
Market value$17.21M
2.15%
Sole
490.62K
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$12.49M
1.56%
Sole
319.48K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$10.82M
1.35%
Sole
89.90K
Shared
0.00
None
0.00
COUPANG INC
DFNDShares325K
TypeSH
Market value$7.67M
0.96%
Sole
325K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares99.05K
TypeSH
Market value$6.92M
0.87%
Sole
99.05K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares24.42K
TypeSH
Market value$5.64M
0.71%
Sole
24.42K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares8.39K
TypeSH
Market value$5.48M
0.69%
Sole
8.39K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares76.62K
TypeSH
Market value$4.52M
0.57%
Sole
76.62K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares13.63K
TypeSH
Market value$4.50M
0.56%
Sole
13.63K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares6.78K
TypeSH
Market value$4.48M
0.56%
Sole
6.78K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$4.09M
0.51%
Sole
11.67K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.76K
TypeSH
Market value$3.68M
0.46%
Sole
2.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.13M | SH | $199.97M 25.02% | 1.13M | 0.00 | 0.00 |
ACUITY INCDFND | COM | 344.10K | SH | $123.89M 15.50% | 344.10K | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $53.69M 6.72% | 721.38K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $42.74M 5.35% | 88.38K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $39.88M 4.99% | 10.39M | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 380.21K | SH | $37.99M 4.75% | 380.21K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $37.42M 4.68% | 65.55K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 670.20K | SH | $33.28M 4.16% | 670.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $30.95M 3.87% | 41.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 85.44K | SH | $26.81M 3.35% | 85.44K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 83.38K | SH | $26.10M 3.27% | 83.38K | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $24.05M 3.01% | 111.99K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $20.56M 2.57% | 1.56M | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 490.62K | SH | $17.21M 2.15% | 490.62K | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $12.49M 1.56% | 319.48K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $10.82M 1.35% | 89.90K | 0.00 | 0.00 |
COUPANG INCDFND | CL A | 325K | SH | $7.67M 0.96% | 325K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 99.05K | SH | $6.92M 0.87% | 99.05K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 24.42K | SH | $5.64M 0.71% | 24.42K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 8.39K | SH | $5.48M 0.69% | 8.39K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 76.62K | SH | $4.52M 0.57% | 76.62K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 13.63K | SH | $4.50M 0.56% | 13.63K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 6.78K | SH | $4.48M 0.56% | 6.78K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $4.09M 0.51% | 11.67K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.76K | SH | $3.68M 0.46% | 2.76K | 0.00 | 0.00 |
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